Platinum Investment Management as of Sept. 30, 2017
Portfolio Holdings for Platinum Investment Management
Platinum Investment Management holds 75 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 10.5 | $416M | 2.4M | 172.71 | |
| Sina Corporation | 8.4 | $332M | 2.9M | 114.65 | |
| 58 Com Inc spon adr rep a | 6.1 | $241M | 3.8M | 63.14 | |
| Oracle Corporation (ORCL) | 6.1 | $241M | 5.0M | 48.35 | |
| Gilead Sciences (GILD) | 5.9 | $235M | 2.9M | 81.02 | |
| Technipfmc (FTI) | 5.6 | $221M | 7.9M | 27.92 | |
| Alphabet Inc Class C cs (GOOG) | 5.3 | $211M | 220k | 959.11 | |
| Wynn Resorts (WYNN) | 5.1 | $203M | 1.4M | 148.92 | |
| Paypal Holdings (PYPL) | 4.9 | $195M | 3.0M | 64.03 | |
| Baidu (BIDU) | 4.4 | $175M | 708k | 247.69 | |
| Alphabet Inc Class A cs (GOOGL) | 4.4 | $174M | 179k | 973.72 | |
| Nielsen Hldgs Plc Shs Eur | 3.0 | $120M | 2.9M | 41.45 | |
| Coca-Cola Company (KO) | 3.0 | $119M | 2.6M | 45.01 | |
| Skyworks Solutions (SWKS) | 2.9 | $113M | 1.1M | 101.90 | |
| Schlumberger (SLB) | 2.7 | $108M | 1.5M | 69.76 | |
| Bitauto Hldg | 2.2 | $87M | 2.0M | 44.68 | |
| Jones Lang LaSalle Incorporated (JLL) | 2.0 | $78M | 635k | 123.50 | |
| Peabody Energy (BTU) | 1.9 | $76M | 2.6M | 29.01 | |
| Jd (JD) | 1.8 | $71M | 1.9M | 38.20 | |
| Intel Corporation (INTC) | 1.7 | $68M | 1.8M | 38.08 | |
| Hanesbrands (HBI) | 1.3 | $52M | 2.1M | 24.64 | |
| Equifax (EFX) | 1.2 | $49M | 464k | 105.99 | |
| Melco Crown Entertainment (MLCO) | 1.2 | $47M | 1.9M | 24.12 | |
| Hollyfrontier Corp | 0.9 | $36M | 994k | 35.97 | |
| Qiagen Nv | 0.9 | $35M | 1.1M | 31.50 | |
| Washington Prime (WB) | 0.8 | $33M | 328k | 98.94 | |
| Ally Financial (ALLY) | 0.6 | $25M | 1.0M | 24.26 | |
| Qiwi (QIWI) | 0.6 | $24M | 1.4M | 16.94 | |
| Callaway Golf Company (MODG) | 0.6 | $23M | 1.6M | 14.43 | |
| Ihs Markit | 0.6 | $22M | 506k | 44.08 | |
| Level 3 Communications | 0.4 | $15M | 289k | 53.29 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.4 | $15M | 473k | 31.28 | |
| Carnival Corporation (CCL) | 0.3 | $10M | 160k | 64.57 | |
| Barrick Gold Corp (GOLD) | 0.2 | $9.4M | 587k | 16.09 | |
| Yandex Nv-a (YNDX) | 0.1 | $5.3M | 162k | 32.95 | |
| Johnson & Johnson (JNJ) | 0.1 | $4.3M | 33k | 130.00 | |
| Newmont Mining Corporation (NEM) | 0.1 | $3.8M | 101k | 37.50 | |
| Prothena (PRTA) | 0.1 | $4.0M | 62k | 64.76 | |
| Apple (AAPL) | 0.1 | $3.7M | 24k | 154.09 | |
| Foundation Medicine | 0.1 | $3.6M | 91k | 40.20 | |
| PerkinElmer (RVTY) | 0.1 | $3.0M | 43k | 68.95 | |
| Infinera (INFN) | 0.1 | $2.9M | 330k | 8.87 | |
| Seattle Genetics | 0.1 | $2.2M | 41k | 54.40 | |
| Icon (ICLR) | 0.1 | $2.2M | 20k | 113.85 | |
| Acceleron Pharma | 0.1 | $2.2M | 59k | 37.32 | |
| Agios Pharmaceuticals (AGIO) | 0.1 | $2.4M | 36k | 66.73 | |
| Dermira | 0.1 | $2.5M | 92k | 26.99 | |
| Livanova Plc Ord (LIVN) | 0.1 | $2.4M | 34k | 70.04 | |
| Infinity Pharmaceuticals (INFIQ) | 0.1 | $1.9M | 1.4M | 1.33 | |
| Groupon | 0.1 | $2.1M | 407k | 5.20 | |
| Nanostring Technologies (NSTGQ) | 0.1 | $2.0M | 121k | 16.16 | |
| Aerie Pharmaceuticals | 0.1 | $1.8M | 38k | 48.59 | |
| Merus N V (MRUS) | 0.1 | $2.0M | 102k | 19.87 | |
| Microsoft Corporation (MSFT) | 0.0 | $1.7M | 23k | 74.48 | |
| Incyte Corporation (INCY) | 0.0 | $1.6M | 14k | 116.68 | |
| Pfizer (PFE) | 0.0 | $1.7M | 48k | 35.69 | |
| eBay (EBAY) | 0.0 | $1.5M | 40k | 38.45 | |
| Ironwood Pharmaceuticals (IRWD) | 0.0 | $1.6M | 105k | 15.76 | |
| Coherus Biosciences (CHRS) | 0.0 | $1.5M | 109k | 13.34 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $1.3M | 14k | 93.05 | |
| Cisco Systems (CSCO) | 0.0 | $1.2M | 36k | 33.61 | |
| Merck & Co (MRK) | 0.0 | $1.2M | 19k | 63.99 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.1M | 9.5k | 113.05 | |
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $1.2M | 32k | 37.65 | |
| Conformis | 0.0 | $1.2M | 335k | 3.52 | |
| Time Warner | 0.0 | $760k | 7.4k | 102.41 | |
| Verisign (VRSN) | 0.0 | $595k | 5.6k | 106.25 | |
| Xilinx | 0.0 | $793k | 11k | 70.80 | |
| United Technologies Corporation | 0.0 | $928k | 8.0k | 116.00 | |
| Micron Technology (MU) | 0.0 | $943k | 24k | 39.29 | |
| Five Prime Therapeutics | 0.0 | $850k | 21k | 40.87 | |
| Lam Research Corporation (LRCX) | 0.0 | $407k | 2.2k | 185.00 | |
| Facebook Inc cl a (META) | 0.0 | $331k | 1.9k | 170.62 | |
| Liberty Global Inc Com Ser A | 0.0 | $366k | 11k | 33.89 | |
| Amec Plc Adr Fsponsored Adr 1 Adr Reps 3 | 0.0 | $202k | 30k | 6.75 |
